crm
Building & Managing Property Lists
Building & Managing Property Lists
Property lists are persistent curated collections — separate from saved filter searches. Use them for targeted outreach campaigns and portfolio tracking.
Creating a List
- Click Lists in the top navigation
- Click New List, name it, click Create
Adding Properties
- From the map: Right-click a parcel → Add to List
- From the grid: Select rows → Add to List in the bulk action toolbar
- From detail panel: Click Add to List in the header
List Limits by Tier
| Plan | Max Lists | Max Properties per List |
|---|---|---|
| Free Trial | 1 | 10 |
| Starter | 5 | 100 |
| Investor | 20 | 500 |
| Pro | Unlimited | 2,500 |
| Commercial | Unlimited | Unlimited |
Lists vs. Saved Searches
Lists are static snapshots. For dynamic auto-updating collections, use Saved Searches instead. Learn more →
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